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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Creekmur Asset Management, LLC (swap one in):+ Stone House Investment Management, LLC $841.7M · Tunkhannock, PA+ Chicory Wealth $840.4M+ Harvest Investment Services, LLC $758.4M · Oakbrook Terrace, IL+ Klaas Financial Asset Advisors, LLC. $758.1M · Loves Park, IL
Morton, IL
Geneva, IL
Overland Park, KS
Assets under management$800M$852.3M$840.2M
Asset growth, last 2 years+95%+41%+17%
Advisory staff151419
Individual clients1,8977991,326
Assets per client$422K$1.1M$634K
Clients per advisor1265770
Main custodianSchwabLPL FinancialAssetMark
Filing with the SEC since201920182022
Tools in their stack63–
People on Advicer.bio231118

From each firm's latest Form ADV (Sep 2026, Apr 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCreekmur Asset Management, LLCLeelyn Smith, LLCTfb Advisors, LLC
Custodial Platform
Charles SchwabUses itUses it–
AltruistUses it––
LPL Financial (ClientWorks)–Uses it–
Wealthscape (Fidelity)Uses it––
Client Data Gathering
JotformUses it––
Financial Planning
eMoney–Uses it–
Portfolio Management
OrionUses it––
Website Builders
WebflowUses it––

Custodians on Form ADV: Creekmur Asset Management, LLC: Schwab, Fidelity · Leelyn Smith, LLC: LPL Financial, Schwab · Tfb Advisors, LLC: AssetMark, Schwab, Brinker Capital Investments